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Financial Services Representative

4 weeks ago

Hollywood, Florida, United States Western & Southern Life Full time
Financial Representative Role

At Western & Southern Life, we are seeking a skilled Financial Representative to meet the needs of our middle-income clients. This role requires a strong understanding of financial products and the ability to analyze client needs, understand financial goals, and sell tailored solutions.

Key Responsibilities
  • Develop and implement marketing plans to identify and secure new clients
  • Prospect and network with middle-market clients to build relationships and identify opportunities
  • Conduct appointments with clients to provide financial solutions and recommendations
  • Prepare and present financial plans and proposals to clients
  • Market and promote Western & Southern Life products and services to build brand awareness and drive sales
Requirements
  • High school diploma or equivalent; college degree preferred
  • Working knowledge of word processing and spreadsheet applications
  • Ability to obtain and hold State Life and Health license and FINRA SIE, Series 6 and Series 63 certifications
  • Access to an automobile and valid driver's license
What We Offer

As a Financial Representative at Western & Southern Life, you will have the opportunity to build a successful career in a dynamic and supportive environment. We offer competitive compensation and benefits, as well as ongoing training and development opportunities to help you succeed in your role.